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S&P Global
SPGI

Overview Fund Activity

907 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$439M
2
Capital World Investors
Capital World Investors
California
+$269M
3
APG Asset Management
APG Asset Management
Netherlands
+$91.6M
4
Goldman Sachs
Goldman Sachs
New York
+$71.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$66.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$384M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$274M
3
Capital International Investors
Capital International Investors
California
-$249M
4
Principal Financial Group
Principal Financial Group
Iowa
-$155M
5
IAM
Iridian Asset Management
Connecticut
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
676
San Francisco Sentry Investment Group
California
$432K +$68.8K +352 +19%
RCAG
677
Rehmann Capital Advisory Group
Michigan
$431K -$10.6K -54 -2%
TAM
678
Trillium Asset Management
Massachusetts
$430K -$76.9K -394 -15%
TNB
679
Thomasville National Bank
Georgia
$422K – – –
Northwestern Mutual Wealth Management
680
Northwestern Mutual Wealth Management
Wisconsin
$421K +$37.3K +191 +10%
CAPTRUST Financial Advisors
681
CAPTRUST Financial Advisors
North Carolina
$418K +$114K +585 +38%
FHA
682
Flagship Harbor Advisors
Massachusetts
$415K +$93.6K +470 +29%
CSIC
683
Clifford Swan Investment Counsel
California
$414K – – –
WS
684
Wedbush Securities
California
$414K +$18.4K +94 +5%
BFS
685
Bradley Foster & Sargent
Connecticut
$413K – – –
BOS
686
Bank of Stockton
California
$411K – – –
HI
687
HBK Investments
Texas
$410K +$410K +2,100 New
HB
688
Homrich & Berg
Georgia
$409K +$18.9K +97 +5%
GG
689
Gofen & Glossberg
Illinois
$406K +$10.5K +54 +3%
ONB
690
Old National Bancorp
Indiana
$403K – – –
SF
691
Synovus Financial
Georgia
$398K +$11K +56 +3%
SCM
692
Shelton Capital Management
Colorado
$394K – – –
SFS
693
Sowell Financial Services
Arkansas
$392K +$13.3K +68 +4%
RCM
694
Radnor Capital Management
Pennsylvania
$391K – – –
Fiera Capital (Canada)
695
Fiera Capital (Canada)
Quebec, Canada
$389K +$195K +1,002 +101%
LWAC
696
Laurel Wealth Advisors (California)
California
$382K -$36.5K -187 -9%
BHIA
697
Birch Hill Investment Advisors
Massachusetts
$381K +$381K +1,950 New
CIC
698
Carnegie Investment Counsel
Ohio
$380K +$190K +1,050 +100%
DCM
699
Dimension Capital Management
Florida
$379K – – –
FMLI
700
Fukoku Mutual Life Insurance
Japan
$371K -$19.5K -100 -5%
26 27
28
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